Allworth Financial’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Allworth Financial’s Portfolio EWX Stock Details EWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$85.3K	Sell	1,148 -126	-10%	-$9.19K	﹤0.01%	2059
2026 Q1	$84.3K	Sell	1,274 -254	-17%	-$17.2K	﹤0.01%	1947
2025 Q4	$100K	Buy	1,528 +23	+2%	+$1.53K	﹤0.01%	1754
2025 Q3	$101K	Hold	1,505	–	–	﹤0.01%	1683
2025 Q2	$93.4K	Hold	1,505	–	–	﹤0.01%	1586
2025 Q1	$84.5K	Hold	1,505	–	–	﹤0.01%	1315
2024 Q4	$86.9K	Sell	1,505 -27	-2%	-$1.65K	﹤0.01%	1330
2024 Q3	$95.6K	Hold	1,532	–	–	﹤0.01%	1107
2024 Q2	$88.6K	Hold	1,532	–	–	﹤0.01%	1120
2024 Q1	$85.5K	Sell	1,532 -225	-13%	-$12.5K	﹤0.01%	1070
2023 Q4	$99.2K	Sell	1,757 -326	-16%	-$17.7K	﹤0.01%	944
2023 Q3	$111K	Sell	2,083 -240	-10%	-$12.9K	﹤0.01%	842
2023 Q2	$122K	Hold	2,323	–	–	﹤0.01%	826
2023 Q1	$118K	Hold	2,323	–	–	﹤0.01%	802
2022 Q4	$114K	Sell	2,323 -71	-3%	-$3.4K	﹤0.01%	785
2022 Q3	$109K	Hold	2,394	–	–	﹤0.01%	744
2022 Q2	$116K	Sell	2,394 -136	-5%	-$7.15K	﹤0.01%	681
2022 Q1	$143K	Hold	2,530	–	–	﹤0.01%	629
2021 Q4	$150K	Hold	2,530	–	–	﹤0.01%	593
2021 Q3	$148K	Hold	2,530	–	–	﹤0.01%	542
2021 Q2	$155K	Sell	2,530 -28	-1%	-$1.64K	﹤0.01%	407
2021 Q1	$142K	Sell	2,558 -124	-5%	-$6.7K	﹤0.01%	399
2020 Q4	$138K	Sell	2,682 -111	-4%	-$5.33K	﹤0.01%	329
2020 Q3	$124K	Sell	2,793 -107	-4%	-$4.75K	﹤0.01%	297
2020 Q2	$118K	Sell	2,900 -159	-5%	-$5.96K	﹤0.01%	293
2020 Q1	$101K	Sell	3,059 -2,229	-42%	-$93.2K	﹤0.01%	312
2019 Q4	$244K	Buy	5,288 +46	+0.9%	+$2.06K	0.01%	171
2019 Q3	$228K	Sell	5,242 -513	-9%	-$22.6K	0.01%	155
2019 Q2	$257K	Sell	5,755 -69	-1%	-$3.04K	0.01%	141
2019 Q1	$260K	Hold	5,824	–	–	0.01%	143
2018 Q4	$239K	Sell	5,824 -366	-6%	-$15.4K	0.01%	136
2018 Q3	$277K	Buy	6,190 +1	+0%	+$47	0.01%	129
2018 Q2	$294K	Sell	6,189 -908	-13%	-$46K	0.01%	123
2018 Q1	$373K	Sell	7,097 -14	-0.2%	-$743	0.03%	81
2017 Q4	$370K	Sell	7,111 -208	-3%	-$10.5K	0.03%	80
2017 Q3	$363K	Sell	7,319 -315	-4%	-$15.4K	0.03%	77
2017 Q2	$356K	Sell	7,634 -729	-9%	-$33.6K	0.03%	74
2017 Q1	$380K	Sell	8,363 -1,320	-14%	-$57.3K	0.04%	68
2016 Q4	$385K	Sell	9,683 -1,227	-11%	-$51K	0.04%	67
2016 Q3	$471K	Sell	10,910 -19,385	-64%	-$812K	0.05%	61
2016 Q2	$1.19M	Sell	30,295 -147,244	-83%	-$5.68M	0.13%	28
2016 Q1	$6.91M	Sell	177,539 -17,784	-9%	-$643K	0.86%	14
2015 Q4	$7.37M	Buy	195,323 +167,455	+601%	+$6.51M	1.33%	11
2015 Q3	$1.03M	Buy	27,868 +12,861	+86%	+$513K	0.37%	27
2015 Q2	$676K	Buy	15,007 +4,115	+38%	+$194K	0.24%	40
2015 Q1	$487K	Buy	10,892 +4,896	+82%	+$218K	0.18%	55
2014 Q4	$266K	Buy	5,996 +814	+16%	+$37.6K	0.1%	73
2014 Q3	$249K	Buy	+5,182	New	+$261K	0.1%	76

Other funds holding EWX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Allworth Financial's EWX Position: Q2 2026 in Review

Allworth Financial reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 9.9% in Q2 2026, selling an estimated $9.19K and leaving 1,148 shares worth $85.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Allworth Financial first reported a position in EWX in Q3 2014 and has held it in 48 quarters since. The position peaked at $7.37M in Q4 2015. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Allworth Financial held 1,148 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $85.3K as of Q2 2026.
Allworth Financial sold 126 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $9.19K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2059 holding.
Allworth Financial first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2014 and has held it in 48 quarters since.
Allworth Financial's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $7.37M in Q4 2015.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.